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Emma Oliver

 Emma Oliver

Share profile:
29 Spring Park Rd
Midland
WA
6056
AU

Overview

Emma Oliver Emma Oliver

total Reviews

3

Experience

10yrs

Status

Gold

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

COMPLETE FINANCIAL PLANNING PTY LTD
COMPLETE FINANCIAL PLANNING PTY LTD

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

Complete Financial Planning Pty Ltd
Complete Financial Planning Pty Ltd
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
My fees
  • Free Initial Consultation
  • Free General Advice
  • Personal Advice starting from $1420
  • Ongoing Advice starting from $1626
  • I charge asset based fees ranging from 0.6% to 1.1%

We charge Fixed Flat Fees for the initial Fees and then have the option of flat dollar based fees or % based asset fees depending on the clients preference and level of service they would like

Latest Customer Reviews (3 of 3 total)See all

"My husband and I have been dealing with Emma for a few years now and are very happy with her, any queries we have are always responded to promptly in terms that we can understand."

Tanya, Under 35 6 Dec 2017

"Emma is a thoughtful, reliable, knowledgeable advisor whom is very approachable. Emma always explains things to us in a manner which we can understand and communicates with us frequently between appointments. "

Sarah , Under 35 4 Dec 2017

"Emma has always provided professional service. She has explained all strategies and we have every confidence in her ability and feel secure our retirement is in good hands. We can make plans in our life and plan future holidays with confidence. We would highly recommend Emma and all the rest of the team. We feel like part of the family. Sue & Garry"

Sue, 65+ 4 Dec 2017

History & Qualifications

My qualifications

Margin Lending and Geared Investments (2010)

Self-Managed Superannuation Fund (SMSF) (2009)

Diploma of Financial Services (FP) (2007)

Awards
  • No award found
Years of experience
  • 10 years total experience

Location & Contact


Contact details

29 Spring Park Rd, Midland
WA 6056 Australia

Customer Reviews

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 100% Average Reviews
  • 3 Total Reviews
Tanya, Under 3506 Dec 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"My husband and I have been dealing with Emma for a few years now and are very happy with her, any queries we have are always responded to promptly in terms that we can understand."

Sarah , Under 3504 Dec 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Emma is a thoughtful, reliable, knowledgeable advisor whom is very approachable. Emma always explains things to us in a manner which we can understand and communicates with us frequently between appointments. "

Sue, 65+04 Dec 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Emma has always provided professional service. She has explained all strategies and we have every confidence in her ability and feel secure our retirement is in good hands. We can make plans in our life and plan future holidays with confidence. We would highly recommend Emma and all the rest of the team. We feel like part of the family. Sue & Garry"

1
       

Vouch for & Skills Ranking

Number of advisers who vouch for the integrity of this adviser

0

Top 5 Skills (as rated by customers)


#1
Savings Investment
STRENGTH
3
Customers

#2
Building Super
STRENGTH
2
Customers

#2
Insurance Protection
STRENGTH
2
Customers

#3
Managing Debt
STRENGTH
1
Customers

#3
Preparing For Retirement
STRENGTH
1
Customers

#3
Self Managed Super Funds
STRENGTH
1
Customers

x

Overall rating

84%

Emma Oliver

Company: COMPLETE FINANCIAL PLANNING PTY LTD

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Emma Oliver is a member of and in what capacity, the licensee or company of Emma Oliver and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Emma Oliver (see report card scoring)

Qualifications: 0%

Compliance: 100%

Experience: 75%

Quality of Advice: 0%

Customer Satisfaction: 0%